Product Owner, Cash Management Accounts

Business Development Opportunity in Financial Services

Product Owner, Cash Management Accounts (CMA)

Location(s):  

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 

La Vista:12325 Port Grace Blvd, La Vista, NE 68128 

Oakdale: 7755 3rd St. N, Oakdale, MN 55128 

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 

Osaic is not considering remote candidates at this time.  

Osaic requires a minimum of four (4) days per week working in the office. Applicants must be able to meet this in-office attendance requirement based on an assigned schedule, regardless of your commuting distance or personal travel time to the designated office location. 

Role Type:     Full time

Salary: $100,000 - $130,000 per year + annual bonus 

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. 

Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more.  To view more details of what you can look forward to, visit our careers page:  

Summary:

As a Product Owner of Osaic’s Cash Management Accounts, you will be responsible for growing adoption of cash management accounts (CMA) at both of Osaic’s clearing partners, Pershing LLC and National Financial Services (NFS).  As Product Owner, you will own all aspects of this product line with the primary goal of increasing utilization and adoption of the CMAs in order to support Osaic’s strategy of providing more banking-related services to affiliated FPs and their clients. In this capacity, the individual will play a critical role in assisting the Wealth Management Solutions leadership with driving organic growth and overall client satisfaction through the use of CMA adoption. You will also be responsible for creating and maintaining monthly performance reporting metrics.

Responsibilities:

• Work closely with marketing to establish CMA focused marketing campaigns.
• Identify trends and partnership opportunities to assist in developing new initiatives for

business growth

• Cultivate a group of Financial Professional Champions and leverage their expertise in promotional materials. 
• Explore creative yet economical adoption ideas that result in growing adoption of CMAs with our FP’s and their clients. 
• Partner with internal colleagues to drive awareness of CMAs and their benefits to both FPs and their clients.
• Responsible for development of ongoing adoption and utilization dashboards for Executive viewing. 
• Participation in company sponsored conferences and similar events to promote the features and benefits of CMAs to FPs and their clients. 
• Assess the economic performance of various investments through a detailed understanding of revenue and cost drivers, identifying ways to increase growth and
• Help improve current processes through simplification and/or automation

develop and maintain excellent relationships with colleagues across departments to

foster an effective cross-functional working environment and collaborative spirit.

• All other duties as assigned.
• Some travel may be required (<25%).

Education Requirements:

Bachelor’s Degree from accredited university in Business Administration, Finance, Economics, Marketing, Sales, or other related field required.

Basic Requirements:

• Minimum of 5 years’ experience in a financial services role
• Familiarity with banking products and services. 
• Expert proficiency in the use of business applications, particularly Microsoft Office
• Team player with a customer service mentality.
• Highly motivated with demonstrated experience managing multiple projects in a fast-

paced, deadline-oriented work environment.

• Self-starter who will anticipate challenges and work proactively to resolve issues.
• Comfortable working within an entrepreneurial, “roll-up your sleeves” environment.
• Strong written and verbal communication skills.

Preferred Requirements:

• FINRA Series 7 license.
• Prior financial services industry experience preferred (wealth management, investment

management, broker-dealer, insurance, banking, specialty finance)

• Experience with banking products and services.

Prior sales, banking, and/or relationship management skills preferred

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.